EFTA01478886.pdf

Subject: RE: Client From: Andrea Tapia Date: Fri, 06 Jun To: Chip Packard Cc: Kimberly Hart Classification: For internal use only Chip, Please see CBV and revenue rankings as of April YTD attached. Existing platinum relationships are highlighted in blue. I believe the next Client Advisory meeting is this coming Monday, June 9, so please let me know if there is anything else I can do. Kind regards, Andrea Tapia {cid:[email protected]} Andrea Tapia Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, 24th Floor New York. NY 10154-0004 Tel. Mobi Emai Securities offered through Deutsche Bank Securities Inc. {cid:[email protected]} EFTA01478886 From: Chip Packard Sent: Friday, June 06, 2014 9:51 AM To: Andrea Tapia Subject: Re: Client Tiering [I] Classification: For internal use only Let's look at our top 50 across USO by CBV and Revenue and make a decision based on that. Pls send over to me, thanks. fcid:[email protected] Chip Packard Co-Head, Wealth Management Americas Deutsche Asset and Wealth Management 345 Park Avenue 10154-0004 New York, NY, USA Tel. Fax Mobi Emai fcid:[email protected] {Inactive hide details for Andrea Tapia---06/06/2014 09:14:46 AM--- Classification: For internal use only}Andrea Tapia---06/06/2014 09:14:46 AM---Classification: For internal use only {cid:[email protected]} From: {cid:[email protected]} Andrea Tapia/db/dbcom@DBCOEX {cid:[email protected]} To: {cid:[email protected]} Chip Packard/db/dbcom@DBAmericas, EFTA01478887 fcid:[email protected] Date: {cid:[email protected]} 06/06/2014 09:14 AM {cid:[email protected]} Subject: {cid:[email protected]} Client Tiering [I] Classification: For internal use only Hi Chip, RV spoke to me about the client tiering exercise that needs to be completed for the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from WM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I sent you yesterday? Let me know if you want to discuss. Andrea Andrea Tapia Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 345 Park Avenue, 24th Floor New York, NY 10154 Tel. Mobil Email Securities offered through Deutsche Bank Securities Inc. EFTA01478888 EFTA01478889